AJ Feldman Financial LLC
Deerfield, Illinois
AJ Feldman Financial LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 140 individual clients, 31 of them high net worth.
- Its average account is about $215,000 (assets it manages divided by its 631 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Deerfield, Illinois |
|---|---|
| Website | ajfeldmanfinancial.com |
| [email protected] | |
| Phone | (847) 607-8249 |
Questions about AJ Feldman Financial LLC
How is AJ Feldman Financial LLC paid?
AJ Feldman Financial LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does AJ Feldman Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at AJ Feldman Financial LLC.
What is the average account at AJ Feldman Financial LLC?
AJ Feldman Financial LLC's average account is about $215,000. That's the assets on its Form ADV divided by its 631 accounts.
AJ Feldman Financial LLC fees
AJ Feldman Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $136 million |
| Individual clients | 109 |
| High-net-worth clients | 31 |
| Accounts managed | 631 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131716) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 154773 |